Swisscom has reported a slightly mixed set of numbers. Swiss SR trends have deteriorated faster than expected; EBITDA is more in-line, but OpFCF and FCF are both light. We worry that Swiss SR trends will come under further pressure in the run-up to the Sunrise IPO, and as Salt starts to offer a fixed product to more of the country.
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
>Résultats T1 2024 : T-Mobile maintient sa surperformance - T-Mobile continue de surperformer avec l’ajout de 532 000 contrats mobile (vs AT&T 349 000 et Verizon -68,000), 4% de croissance de CA de service au T1 2024 (vs concurrents 3.3%), 8% de croissance EBITDA et 39% de croissance FCF. T-Mobile relève de 2-4% ses objectifs d’abonnés pour 2024, d’EBITDA et de FCF de ~100 M€ soit ~0.3%.T-Mobile, détenu à 51% par Deutsche Telekom et qui représente plus de 95% de ...
>Q1 2024 results: T-Mobile continuing to outperform - T-Mobile continues to outperform, with 532,000 mobile contract adds (vs AT&T 349,000 and Verizon 68,000), 4% service revenue growth in Q1 2024 (vs competitors at 3.3%), 8% EBITDA growth and 39% FCF growth: T-Mobile upgraded its subscriber targets by 2-4% for 2024, for EBITDA and for FCF with ~€ 100m or ~0.3%.T-Mobile, which is 51%-owned by Deutsche Telekom and accounts for over 95% of FCF growth, reported its...
Orange: Combined Ordinary and Extraordinary Shareholders’ Meeting of 22 May 2024 Availability of documents Press releaseParis, 26 April 2024 Combined Ordinary and Extraordinary Shareholders’ Meeting of22 May 2024 Details concerning the availability of information on the Combined Ordinary and Extraordinary Shareholders’ Meeting The Orange combined Ordinary and Extraordinary Shareholders’ Meeting will be held on Wednesday 22 May 2024 at 3:00 pm CET at the Salle Pleyel - 252, rue du Faubourg-Saint-Honoré, 75008 Paris, France. The meeting notices were published on 26 February an...
Orange: Assemblée générale mixte du 22 mai 2024 Modalités de mise à disposition des documents Communiqué de presseParis, le 26 avril 2024 Assemblée générale mixte du 22 mai 2024 Modalités de mise à disposition ou de consultation des informations relatives à l’Assemblée générale mixte des actionnaires L’Assemblée générale mixte des actionnaires d’Orange se tiendra le mercredi 22 mai 2024 à 15 heures, Salle Pleyel - 252, rue du Faubourg-Saint-Honoré, 75008 Paris. L’avis préalable de réunion et l’avis de convocation de l’Assemblée ont été publiés au Bulletin des Annonces Légale...
With the AGM now behind us, it looks like the NetCo sale is going ahead, and bondholders now need to elect between staying at TIM ServCo or shifting to the NetCo. We believe the consensus view from bondholders is to follow the assets and to elect to switch to NetCo.
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, IBERDROLA, FERROVIAL, ROVI. EUROPA: AIRBUS, DEUTSCHE TELEKOM, SAFRAN, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Los resultados y la macro lastran las bolsas Tras tres días de ganancias, los r...
Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...
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